We develop and present educational workshops for both individual and corporate clients to recognize the needs of the specific group. They include the following modules:
- Financial & Retirement Planning
- Retirement Income Options
- Charitable Gifting
- Principles of Investing & Portfolio Design
- Maximizing Your Group Benefits
- Estate Planning & Wealth Transfer
- Protecting your income – Using Life, Critical Illness, and Disability Insurance
- Critical Illness Insurance
- Early Retirement & Severance Packages
- Group RRSP’s and Pensions
Seminars are tailor made to the needs of the individuals, company or organization represented. Contact us to structure a program that meets your requirements.